Defining Custom Fields

To activate and edit the values of the 25 available customizable fields, select Tools > Lists > Custom Fields or press CTRL + F. The Configure Custom Fields dialog box appears.

From here you can define many different aspects of your custom fields, including:

Display Order. The order in which the fields appear on the appropriate Custom Fields tab. To change the order of a custom field, click in the Display Order column and type the number indicating where you want it to appear. For example, if you wanted the "Key Access" field to appear first, click in its Display Order column and type 1.
Display Name. The name of the custom field as will appear on the Custom Fields tab of the appropriate record. You can edit this name by clicking into the field and typing a new name.
Show? Indicates if the custom field is active. If the Show check box is not selected, the custom field will not appear on the Custom Fields tab.
Required? Indicates if the custom field is required in order for the record to be saved.
Required for Prospects? Select this check box, only available for Customers, if you want this custom field to be required for customers that don't have any scheduled jobs.
Type. Select the custom field type you want from the drop-down list. There are three types of custom fields:
- Text. A single-line of free-form text.
- Drop-down list. A drop-down list that contains the values you define in the List Values column.
- Multi-line text. A larger text box designed to hold lots of text.
List Values. This column is only used if the custom field is a list. For details on editing list values, see the Defining Values for Custom Field drop-down lists topic.
Crystal Report Field. Indicates the field name you can use to add this custom field to a customized Crystal Report. For more on customizing reports, see the Editing Crystal Reports topic.